LIFE WISE PLANNING GROUP LLC

Overview

Life Wise Planning Group LLC is an independent registered investment adviser organized as a limited liability company that serves individual, family and select institutional clients. The firm acts as a capital allocator and provides a blend of comprehensive financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees. Investment activity centers on pooled public funds and mutual funds as the primary building blocks for client portfolios, while the firm also sources third‑party alternative managers for real estate exposure. Life Wise Planning Group LLC is not identified as an active ESG investor and operates under a single‑state registration profile. The firm’s advisory model emphasizes manager selection and outsourcing where appropriate, using external managers and custodial relationships to deliver diversified portfolios efficiently.

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Location & Offices